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Building 2FINANCIAL PLANNING SERVICES, INC.

Map pinFORT LAUDERDALE, FL
Phone954-526-8339
NotebookSEC #801-119824
Total AUM
$145M
Employees
2
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2400 EAST COMMERCIAL BOULEVARD
SUITE 706
FORT LAUDERDALE
FL 33308
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
954-526-8339
Other Offices
1

ReceiptFinancials

Total AUM
$145M
Accounts
326
Discretionary
$145M
Accounts
326
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$88M
HNW Individual Clients
44
AUM
$57M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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